Filed November 6, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,123 | $76,367+129.3% | $93,606+87.1% | $72,985+139.9% |
| Participation rate | 65.9% | 71.7%-5.9pp | 75.8%-10.0pp | 69.5%-3.6pp |
| Annual return | 25.40% | 25.82%-0.4pp | 32.76%-7.4pp | 81.00%-55.6pp |
| Employer contribution / active EE | $2,474 | $2,275+8.7% | $2,718-9.0% | $2,440+1.4% |
| Participant deferral / active EE | $5,407 | $3,538+52.8% | $4,069+32.9% | $3,607+49.9% |
| Admin fee / account holder | $3,476 | $6,838-49.2% | $7,888-55.9% | $5,124-32.2% |